B

BNY

Safeguards and moves assets for investors

Vice President - Client Service Management, Global Collateral Platform

Full-Time
$69k - $153k/yr
Senior, Expert
Lake Mary, FL, USA
In Person
Customer Experience & SupportCustomer Success

About the job

Requirements
  • 5-10 years of total work experience preferred, ideally in triparty collateral management, securities operations, custody, settlements, repo, agency lending, secured loans, or markets & client operations.
  • Experience managing client implementations, onboarding, transitions, or remediation efforts across multiple products and platforms.
  • Strong background in client service, project delivery, or service management within financial services or a complex global organization.
  • Ability to work across internal stakeholder groups including Operations, Product, Technology, Coverage, and senior leadership.
  • Proven ability to manage complex client issues, service escalations, and delivery milestones in a fast-paced environment.
  • Experience supporting client growth through service excellence and strategic partnership.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
Responsibilities
  • Serve as a primary point of contact for clients, delivering end-to-end client service and monitoring client satisfaction across products and services.
  • Partner with large or strategic clients and internal stakeholders to scope requirements that leverage standard product and service offerings or address acute issues impacting client health.
  • Define and manage delivery plans for client implementations, product and platform configurations, service transitions, enhancements, changes, conversions, and complex remediation plans.
  • Oversee and coordinate the implementation and set-up of products and services across internal and external stakeholders to ensure successful delivery.
  • Track and maintain project plans, including critical milestones, dependencies, risks, and issues across the delivery lifecycle.
  • Identify, escalate, and help remediate impediments and service issues in partnership with Operations, Client Coverage, Product, Technology, and other internal teams.
  • Act as a liaison to clients, developing a strong understanding of their business needs and aligning solutions with BNY’s commercial strategy and service model.
  • Design, write, and deliver effective communication strategies and status updates for internal and external stakeholders, including senior leadership.
  • Implement and govern change control processes in response to client requests in partnership with relevant practices and platforms.
  • Manage implementation closure and ensure timely communication and notification to all relevant stakeholders.
  • Execute service commitments and contribute to the evolution of the client service model, including service level improvements and process changes.
  • Cultivate and maintain healthy client service relationships through governance, escalation management, and proactive service engagement.
  • Partner with Client Service Data, Insights & Analytics to identify trends, themes, and opportunities for proactive service improvements internally and externally.
  • Identify opportunities for continuous improvement, digital adoption, and operational efficiencies that make it easier for clients to engage with BNY.
  • Contribute to client growth and retention by identifying service-led opportunities that support client success, protect revenue, and enable strategic growth.
  • Support sales and client service activities as needed, including creation of RFPs, KPIs, client communications, and other client-facing documents.
  • Participate in client meetings, industry events, conferences, and seminars as appropriate.
Desired Qualifications
  • Client relationship management
  • Implementation and project management
  • Product and platform enablement
  • Issue resolution and escalation management
  • Cross-functional collaboration
  • Executive communication and stakeholder management
  • Risk identification and mitigation
  • Change management and governance
  • Continuous improvement mindset
  • Strategic thinking and commercial awareness

About the company

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1784

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Simplify's Take

What believers are saying

  • BNY's growth funds expansion: July 2026 results showed quarterly revenue rising 13% to $5.7 billion.
  • BNY is opening payment channels: September 2026 Pay-to-Wallet connected banks to retail wallets, with Kookmin among initial users.
  • Analysts build transferable skills: BNY's 24-month program combines rotations, mentoring and AI learning pathways.

What critics are saying

  • Staff stability has weakened: February 2026 reporting shows BNY headcount fell 7% in 2025.
  • Investment demand weakened: BNY reported $17 billion of net outflows in the quarter ending March 2026.
  • Investment fees face pressure: BNY reports demand shifting toward lower-fee asset-management products and performance-based charges.

What makes BNY unique

  • BNY anchors institutional finance: its custody and administration footprint reached $62.6 trillion in June 2026.
  • BNY occupies critical government-market plumbing: it is the primary provider of U.S. government securities clearance.
  • BNY reaches brokerage customers through Pershing: its clearing platform supports 8.6 million global client accounts.

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Benefits

  • Health Insurance
  • Paid Vacation
  • Flexible Work Hours
  • Remote Work Options
  • Unlimited Paid Time Off

Company News

Roundup Web
Oct 19th, 2026
BNY prices $1.25B preferred stock offering with 7.125% initial dividend rate

The Bank of New York Mellon Corporation (BNY) has priced a public offering of 1,250,000 depositary shares at $1,000 each, raising $1.25 billion. Each share represents a 1/100th interest in its Series O Noncumulative Perpetual Preferred Stock. Dividends will accrue at 7.125% a year until December 20, 2031. After that, the rate will reset to the five-year treasury rate plus 2.192%. BNY may redeem the stock from December 20, 2031, at $1,000 per depositary share plus any declared and unpaid dividends. It plans to use the proceeds for general corporate purposes. Barclays, BofA Securities, Deutsche Bank Securities, Goldman Sachs, Morgan Stanley and BNY Mellon Capital Markets are joint book-running managers. The offering is expected to close on October 28, 2026.

Yahoo Finance
Oct 15th, 2026
BNY embeds AI everywhere but won't say how much it spends of its $4B tech budget

BNY, which says it is embedding artificial intelligence (AI) across its business, declined to say how much it spends on the technology. Chief executive officer Robin Vince told analysts on its third-quarter earnings call that the bank is not breaking out the figure, and that doing so could be "counterproductive." Vince said AI is generating returns. About $4 billion of BNY's $13 billion annual expense base goes to technology. The bank now has "400-plus" AI solutions in production, up from 117 a year ago. BNY reported revenue of $5.7 billion, up 12%, and net income of $1.7 billion, up 16%. Earnings per share were $2.34, against a consensus estimate of $2.27. It raised its 2026 revenue growth outlook to 12%-13%.

Yahoo Finance
Oct 15th, 2026
BNY beats Q3 estimates with $5.68B revenue, up 12%, but shares slip 1.6% pre-market

BNY beat third-quarter estimates, though its shares slipped 1.58% in pre-market trading on Thursday. The Bank of New York Mellon Corporation reported adjusted earnings per share of $2.37, against the analyst consensus of $2.26. Revenue rose 12% to $5.68 billion from $5.08 billion a year earlier, beating estimates of $5.55 billion. Fee revenue rose 12% to $4.08 billion, and net interest income climbed 15% to $1.42 billion. Noninterest expense increased 8% to $3.49 billion. Pre-tax margin was 39%. Assets under custody and administration rose 10% to $63.4 trillion. Assets under management grew 2% to $2.2 trillion. BNY returned $1.4 billion to shareholders through $436 million in dividends and $937 million in share repurchases.

Yahoo Finance
Oct 14th, 2026
BNY Q3 earnings preview: 9.6% revenue growth expected after $5.70B beat

BNY will report third-quarter earnings on Thursday before market open. Analysts expect revenue to grow 9.6% year on year, compared with a 9.1% rise in the same quarter last year. Last quarter, the company beat revenue expectations with $5.70 billion, up 13.3% year on year. It also beat analysts' earnings per share estimates, and has a history of topping Wall Street forecasts. Among peers, Goldman Sachs reported 23% revenue growth, beating estimates by 11.5%. Jefferies posted 8.5% growth, topping estimates by 1.1%, and its shares fell 1.3%. BNY shares are down 10.7% over the last month, against a 5.5% average fall for capital markets stocks. The average analyst price target is $163.47, versus a share price of $140.78.

Digital Asset
Oct 4th, 2026
Digital Asset Announces Strategic Investments from BNY, iCapital, Nasdaq, and S&P Global

Digital Asset, the creator of the Canton Network and a leader in privacy-enabled blockchain technology for global financial markets, today announced a new strategic investment from BNY, iCapital, Nasdaq, and S&P Global